The Jewish Federation’s Sylvia Weisz Women’s Philanthropy invites you to our 2018 Community of Professional Women Series Event — Women, Wealth, and Wisdom — a panel featuring Tina Hay, Founder and CEO of Napkin Finance; Elizabeth Glasgow, Partner at Venable LLP with a focus on estate planning; and Rachel T. Cain CPWA® CRPC®, First Vice President and Wealth Management Advisor at Merrill Lynch. The discussion will be moderated by Federation Chair of the Board Julie B. Platt.

Heavy hors d’oeuvres will be served. Dietary laws observed.

For more information or if you have any questions, please contact (323) 761-8225 or WomensPhilanthropy@JewishLA.org.

Who:  
What:  
When:  
Where:  

Please choose your registration(s)

Step 1:
Prices
Step 2:
Attendees
Step 3:
Register
Step 4:
Finish
Quantity and Pricing
Community of Professional Women: Women, Wealth, and Wisdom
2018 10/09 Community of Professional Women
Tuesday, October 09, 2018 at 7:00 PM
 
Attendees: 1 $36.00 ea.

 

Tina Hay is Founder and CEO of Napkin Finance, a multimedia platform where members can learn everything about money in 30 seconds or less. A strong believer in financial literacy, Tina created the platform for users of all ages to learn finance in a visual, simple, and fun way.

Napkin Finance has partnered with the White House for the First Lady's Better Make Room and Reach Higher initiative to help students and young adults heading to college. The company has been featured in Business Insider, Forbes, Yahoo Finance, Fortune, and CNBC, among other publications.

A seasoned entrepreneur, Tina comes from a diverse background encompassing film, technology, and finance. She started her career at Miramax Films and then moved on to Paramount Pictures. She was Co-Founder and President of CityTripping.com, Editor of CityTripping Los Angeles: Your Guide to Restaurants, Nightlife, Shopping, Culture, Fitness and Hotels, and Founder of Platinum Test Group. Tina also started and runs the environmental conservation group All You Need is One.

 

Elizabeth R. Glasgow, Partner at Venable LLP, concentrates her practice on estate planning and wealth management. She works with business owners, entrepreneurs, real estate investors, and other high-net worth individuals to implement strategies that maximize the preservation of wealth by mitigating income, estate, gift, and generation-skipping transfer taxes and managing the exposure of a family’s wealth and business assets to future creditors. Elizabeth frequently works with clients to integrate asset protection strategies, business succession planning, and charitable giving structures into their estate plan to achieve their goals of a comprehensive wealth preservation and transfer plan. Her practice also includes tax planning for non-U.S. citizens contemplating residency in the United States.

 

Rachel T. Cain, CPWA®, CRPC®, has been with Merrill Lynch for 17 years. Over this period, she has worked with dozens of clients and their families, including next generations — educating, customizing, and advising on wealth management, estate planning strategies, long term care insurance and life insurance, asset allocation, investment, and risk management. Her mission is to provide her clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. She is driven to provide her clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. She believes the team delivers something rare and valuable — in-depth risk management, resulting in solutions based upon the client’s risk tolerance, time horizon, liquidity needs, and overall investment goals.

Rachel also has experience helping clients with access to commercial banking and financing strategies from Bank of America, N.A., managing concentrated stock positions or dealing with the challenges of important transition events like retirement, divorce, inheritance, or the sale of a business. In addition, she works with clients’ attorneys, accountants, and other advisors on issues such as estate and tax needs.

Rachel is an experienced mountain climber and hiker and enjoys riding horses, rock climbing, and participating in triathlons. She received her B.A. in International Relations and Russian Studies from Lehigh University and her MBA from the McDonough School of Business at Georgetown University. Rachel and her husband Phil reside in Agoura Hills with their son Blake.

By signing up to attend this event, you agree to irrevocably grant to The Jewish Federation of Greater Los Angeles — and to their employees, agents, and assigns — the right to take your photograph, record you, or use your image, silhouette, and/or other reproductions of your physical likeness, as well as your voice and/or words, for all purposes related to marketing and promotion of The Jewish Federation of Greater Los Angeles, across all media. These rights are granted in perpetuity. You hereby certify and represent that you are of at least 18 years of age and have read the foregoing and fully understand the meaning and effect thereof.